The S&P 500 entered bear market territory (20% loss) during the second week of June. Inflation has taken over as the main worry on every investor’s mind. Going back to the 1950s, consumer sentiment has averaged 86. The latest reading at 50.2, the lowest on record.

As a Microsoft employee, one of the key elements of your compensation plan are your stock awards - aka restricted stock units (RSUs). Microsoft RSUs can be extremely beneficial if you know what steps to take. Keep reading for a complete guide.

There are two types of inflation measurements - headline and core. Headline inflation measures everything from furniture, cars, food, gas, etc. Everything that has a price, gets counted. Core inflation measures everything except for food and gas.

When you ask most tech professionals which of their most valuable asset is, many will tell you it is their real estate or stock portfolio. However, at Consilio Wealth we believe that your biggest asset is your ability to earn an income.

When the world was sheltered in place, lots of people found a new interest in stock market trading. Gamestop, AMC, or stocks with questionable business prospects were “going to the moon”. It has since evolved into cryptocurrencies, NFTs, and other obscure investible assets.

Remember when the markets were volatile, and you were hesitant to buy at every chance you got? Here’s a recap from the future (2032).

In an additional effort to make financial planning less intimidating and more straightforward, the firm will be launching a podcast—Top of Mind with Consilio Wealth Advisors.

The Chinese government has enforced tight restrictions on nearly 180 million people as they are under a “zero Covid” policy. We break down how this creates an impact on a global scale.

Back in November 2021, we wrote about how Series I bonds worked. Now, these bonds are paying 9.62%, as inflation is slightly higher today than it was in November. Remember, these bonds will go up and down with inflation.

Streaming subscriptions are getting another look as budgets are being squeezed by inflation. Here’s what it indicates for the economy.

The media is full of making predictions about where markets are headed next. Often, there will be two opposing viewpoints with the credibility to back each claim. But most pundits fail to be half right with their predictions. Here’s why.

It is our belief that every growing advisor should question if their current firm & team is the right place. After an exhaustive two-year due diligence process, we made the decision to transition our firm to an independent Registered Investment Advisor (RIA). Here’s why.

RSU income for tech employees tends to be a large sum of their total annual income. Here are the top 4 recommendations for managing your tax bill due to RSU income.

Dealing with a recession requires focusing on what you can control. Consider these eight tips as you navigate making assessments and decisions during a recession.

Keeping up with the market can be overwhelming when unexpected events unfold. Focus on the big picture, and don't allow your emotions to take the wheel.

Remember when SPACs were a thing? What were they, and why did they go away? Here’s how they fit in portfolios.

What’s been happening in the job market? We break down job losses, stimulus payments, the Great Resignation, job satisfaction, work outlook, and more!

Tax-efficient investing is a great way to reduce your taxes and reach your financial goals. Here are investments to consider.

Financial markets are complex. Understand the limitations of having someone else do the research for you. Here's what you need to know when it comes to Morningstar Ratings.

There is a lot to dissect with Amazon’s 401k. But don’t worry, we break it down and explain how to leverage it here.

Has your company recently been acquired or gone public via IPO? You now have many things to consider as this windfall relates to your planning. We’ve put together a guide to help you think through best practices.